Gift Planning

Welcome! We are pleased that you are interested in learning about the many benefits of charitable gift planning. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of the Arts and Education Council Gift Planning Team will be very pleased to help you.
Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Personal Planner - Zero-Tax Cash and Trust
Zero-Tax Cash and Trust
About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about $100,000. During...
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Washington News - No Significant Change In Tax Gap
No Significant Change In Tax Gap
The IRS reports that there is “no significant change” in the tax gap. The tax gap is the shortfall in tax collections. It is measured each year to determine the level of taxpayer compliance. For years...
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